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Components

Insightly

Insightly is a customer relationship management (CRM) software that helps businesses manage contacts, sales, projects, and tasks in one platform.

Insightly is a customer relationship management (CRM) software that helps businesses manage contacts, sales, projects, and tasks in one platform.

Categories: CRM

Type: insightly/v1


Connections

Version: 1

Basic Auth

Properties

NameLabelTypeDescriptionRequired
podPodSTRINGYour instances pod can be found under your API URL, e.g. https://api.{pod}.insightly.com/v3.1true
usernameAPI KeySTRINGtrue

Actions

Create Contact

Name: createContact

Creates new contact.

Properties

NameLabelTypeDescriptionRequired
FIRST_NAMEFirst NameSTRINGThe first name of the contact.true
LAST_NAMELast NameSTRINGThe last name of the contact.false
EMAIL_ADDRESSEmail AddressSTRINGEmail address of the contact.false
PHONEPhoneSTRINGPhone number of the contact.false
TITLETitleSTRINGThe contact's title in company.false

Example JSON Structure

{
  "label" : "Create Contact",
  "name" : "createContact",
  "parameters" : {
    "FIRST_NAME" : "",
    "LAST_NAME" : "",
    "EMAIL_ADDRESS" : "",
    "PHONE" : "",
    "TITLE" : ""
  },
  "type" : "insightly/v1/createContact"
}

Output

Type: OBJECT

Properties

NameTypeDescription
CONTACT_IDINTEGERID of the contact.
FIRST_NAMESTRINGFirst name of the contact.
LAST_NAMESTRINGLast name of the contact.
EMAIL_ADDRESSSTRINGEmail address of the contact.
PHONESTRINGPhone number of the contact.
TITLESTRINGThe contact's title in company.

Output Example

{
  "CONTACT_ID" : 1,
  "FIRST_NAME" : "",
  "LAST_NAME" : "",
  "EMAIL_ADDRESS" : "",
  "PHONE" : "",
  "TITLE" : ""
}

Create Organization

Name: createOrganization

Creates new organization.

Properties

NameLabelTypeDescriptionRequired
ORGANISATION_NAMEOrganization NameSTRINGThe name of the organization.true
PHONEPhoneSTRINGA contact phone number for the organization.false
WEBSITEWebsiteSTRINGThe organization's website.false

Example JSON Structure

{
  "label" : "Create Organization",
  "name" : "createOrganization",
  "parameters" : {
    "ORGANISATION_NAME" : "",
    "PHONE" : "",
    "WEBSITE" : ""
  },
  "type" : "insightly/v1/createOrganization"
}

Output

Type: OBJECT

Properties

NameTypeDescription
ORGANISATION_IDINTEGERID of the organization.
ORGANISATION_NAMESTRINGThe name of the organization.
PHONESTRINGA contact phone number for the organization.
WEBSITESTRINGThe organization's website.

Output Example

{
  "ORGANISATION_ID" : 1,
  "ORGANISATION_NAME" : "",
  "PHONE" : "",
  "WEBSITE" : ""
}

Create Task

Name: createTask

Creates new task.

Properties

NameLabelTypeDescriptionRequired
TITLETitleSTRINGtrue
STATUSStatusSTRING
Options Not Started, In Progress, Completed, Deferred, Waiting
Task statusfalse

Example JSON Structure

{
  "label" : "Create Task",
  "name" : "createTask",
  "parameters" : {
    "TITLE" : "",
    "STATUS" : ""
  },
  "type" : "insightly/v1/createTask"
}

Output

Type: OBJECT

Properties

NameTypeDescription
TASK_IDINTEGERID of the task.
TITLESTRINGTitle of the task.
STATUSSTRINGTask status.

Output Example

{
  "TASK_ID" : 1,
  "TITLE" : "",
  "STATUS" : ""
}

Additional instructions


CONNECTION

API key location